We offer solutions that are specifically calibrated to each client. Our agile management approach allows us to react to any one-time opportunities while remaining consistent with your overall planning strategy.
Planning a sound strategy requires a clear picture of your financial situation. Because I’m also a tax specialist, my experience has helped me realize that tax-saving strategies are the key to creating wealth. Together, we’ll establish a personalized financial approach that will consolidate your assets and increase your net worth. — Analysis of your current financial situation — Support for defining financial objectives and identifying priorities — Assessment of your risk tolerance — Creating a plan to reach your financial objectives — Cash flow planning and studies — Estate and tax planning — Retirement planning — Assessment of insurance needs — Evaluating group plan and retirement options — Facilitating donations to charities
You can choose to invest in order to grow your net worth or to carry out major life projects. My expertise will allow me to guide you to the right solutions and services for your objectives all while taking into account your liquidity needs and the tax implications. — Portfolio management (discretionary or advisory services) — Non-commissioned negotiation for fee-based accounts — Sending relevant financial news — Research on shares and obligations — Assessment of new investment products
Clients can use a variety of exclusive and efficient tools to stay informed or for the purposes of doing their own research. With my team’s assistance, I can also help you manage your assets. — Quarterly and/or monthly portfolio statements — History of the cost basis of securities — Custody of securities — Direct communication with tax and legal advisors — Online access to BMO Nesbitt Burns’ research — Online access to accounts, monthly statements, and tax forms via CyberAccès Learn more about my personalized approach >